TCW Transform 500 ETF
VOTE
48 hedge funds and large institutions have $284M invested in TCW Transform 500 ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.
21% more capital invested
Capital invested by funds: $235M → $284M (+$48.5M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 47 → 48 (+1)
1.99% more ownership
Funds ownership: 55.33% → 57.32% (+2%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$13.9M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$9.28M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.55M |
| 4 |
Goldman Sachs
New York
|
+$4.99M |
| 5 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$18.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
-$597K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$582K |
| 5 |
Jane Street
New York
|
-$512K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$512K | -10,753 | Closed |
|
|
AFS
52
Annapolis Financial Services
Annapolis,
Maryland
| – | -$34.4K | -723 | Closed |
|
|
BAM
53
Belpointe Asset Management
Reno,
Nevada
| – | -$23.8K | -500 | Closed |
|
|
BWM
54
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$6K | -126 | Closed |
|
|
TWA
55
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2.38K | -50 | Closed |
|
|
FMP
56
Financial Management Professionals
Austin,
Texas
| – | -$2K | -39 | Closed |
|
VOTE Hedge Fund Activity: Q2 2023 in Review
48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2023, worth a combined $284M — up 21% from $235M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VOTE positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $13.9M. The largest seller was Angeles Investment Advisors, cutting an estimated $18.5M.
- 48 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2023, up from 47 in Q1 2023.
- Funds reported $284M of TCW Transform 500 ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 9 funds opened new TCW Transform 500 ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
- The largest TCW Transform 500 ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $13.9M added.
- The largest TCW Transform 500 ETF seller in Q2 2023 was Angeles Investment Advisors, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2023.